+146.3%
VXUS vs CL
+84.7%
+61.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.3% | -0.8% | +3.1% | +2.5% |
| 30D | -2.2% | +9.5% | -11.7% | -4.7% |
| 3M | -5.4% | +6.6% | -12.1% | -7.2% |
| 6M | -1.2% | +13.2% | -14.5% | -5.1% |
| YTD | +10.4% | +26.9% | -16.5% | +2.3% |
| 1Y | +11.8% | +27.6% | -15.8% | +3.3% |
| 3Y | +68.4% | +39.1% | +29.3% | +48.4% |
| 5Y | +45.9% | +41.3% | +4.6% | +26.5% |
| All | +146.3% | +84.7% | +61.6% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling